Reddit Posts
Ok, my next play: Expedia or What happens when You Takeout 30%! of Your Shares
Expedia Group Inc (EXPE) Reports Record Revenue and Profits
l@@K >> 50 cents = $28/share +/_ What is the difference between $LTRPA & $LTRPB // Liberty TripAdvisor Holdings, Inc.'s Series A common stock (LTRPA) and Series B common stock (LTRPB)?
$TRIP | Tripadvisor, Inc. vs $EXPE | Expedia Group Inc - charts/history/ timing events discussion
Puts on Expedia: Quickly becoming a worthless service amidst competition
The 5 Best Stock Trade Ideas for this Week
Option Buyers in Major Tickers - Your Probability Updates!
Our Top 7 E-Commerce Stock Picks for 2023
2022-10-06 Better Tasting Crayons (Mathematically derived options plays)
d1 capital partners - next MM to blow up
$EXPE - the next HF parking lot to go bust
$EXPE - the next HF parking lot to go bust
Thoughts on the "reopening/travel" play? Is it over for this year?
Time to short $LYV: Melvin potentially shutting down
Expedia (EXPE) Credit card declined due to lack of funds????
Expedia (EXPE) Credit card declined due to lack of funds????
$APSG/American Express Global Business Travel: Blue chip branded industry leader at a rock bottom discount
2021 Black Friday Buy the dips: M, EXPE, and NCLH
What were your buy the dips idea on 2021 Black Friday ?
If there is another winter COVID Surge, how do you plan to trade it?
Most talked about talks on twitter last 60 minutes GGPI TSLA EXPE W CRTX
Is it time to finally sell all? (Long hold since MAR 2020)
What're a few stocks on your watchlist, why do you like them, and what's keeping you from buying?
3 Earnings trades for tonight, all to the downside.
3 Earnings trades for tonight, all to the downside.
How I plan to profit off of Melvin's demise
$TMUS $EXPE $NIO might be worth a look before we head into the weekend👀
Custodial account for my kids - starting position thoughts/opinions?
RCL CONTINUES TO LAG THE QQQ and many others .. I'm bearish on the name and have a position
Top Melvin Capitol holding EXPE they own 10% of the company and its their top holding according to whalewisdom
If Melvin Capitol has to sell its long holding to cover gamestop... EXPE looks to BOMB
Media is hyping Expedia ($EXPE), Melvin's top holding, but its current price is a bit lofty
Media is hyping Expedia ($EXPE), Melvin's top holding, may be a sign of upcoming sell-off
Mentions
$TRIP – Why a Starboard win could quickly change the stock price One underrated catalyst for Tripadvisor is the activist campaign of Starboard Value, which owns \~9% of the company….and they are still buying more. In most proxy battles, activists don’t need 50% of the company. Since many small investors and passive funds don’t vote or listen to ISS or Glass Lewis, \~35–40% of the vote is often enough to win a board seat. This makes the math interesting and one of the very interesting stories we’ll see unfold very soon… Large passive holders like BlackRock, Vanguard, and State Street collectively own around 30%+ of the stock and often support management changes when results are weak. If Starboard secures the support of several active institutions in addition to its own \~9% stake, reaching the required voting threshold is realistic. Here’s why a Starboard win is a very likely scenario: 1. The company has been underperforming its peers for years 2. The valuation discount is extreme 3. Passive funds often side with activists in these situations. If Starboard gains board influence, the market will likely quickly begin pricing in strategic alternatives: spinning off Viator, selling TheFork, or selling the company outright. All options will shake up TRIP’s price The potential buyers are obvious given the industry dynamics BKNG, ABNB, EXPE…you name it! All three are aggressively investing in tours and activities, and Viator is already one of the largest global experience marketplaces with tens of thousands of contracted experiences and partners. Even with very conservative assumptions, the valuation gap looks large: Viator: \~$200m EBITDA × 15×= \~$3bn TheFork: \~$65m EBITDA × 10× =\~$650m Tripadvisor Core: \~$250m EBITDA × 4× =\~$1bn This implies a conservative SOTP of around $4.5–5bn. With approximately \~118 million shares outstanding, this translates to around $38–42 per share, compared to the current stock price of \~$10–12. Given that the company is currently trading at a market cap of around $1.3 billion, the stock seems to factor in a lot of pessimism about the underlying business while giving Viator little credit.
$TRIP – Why a Starboard win could quickly change the stock price One underrated catalyst for Tripadvisor is the activist campaign of Starboard Value, which owns \~9% of the company….and they are still buying more. In most proxy battles, activists don’t need 50% of the company. Since many small investors and passive funds don’t vote or listen to ISS or Glass Lewis, \~35–40% of the vote is often enough to win a board seat. This makes the math interesting and one of the very interesting stories we’ll see unfold very soon… Large passive holders like BlackRock, Vanguard, and State Street collectively own around 30%+ of the stock and often support management changes when results are weak. If Starboard secures the support of several active institutions in addition to its own \~9% stake, reaching the required voting threshold is realistic. Here’s why a Starboard win is a very likely scenario: 1. The company has been underperforming its peers for years 2. The valuation discount is extreme 3. Passive funds often side with activists in these situations. If Starboard gains board influence, the market will likely quickly begin pricing in strategic alternatives: spinning off Viator, selling TheFork, or selling the company outright. All options will shake up TRIP’s price The potential buyers are obvious given the industry dynamics BKNG, ABNB, EXPE…you name it! All three are aggressively investing in tours and activities, and Viator is already one of the largest global experience marketplaces with tens of thousands of contracted experiences and partners. Even with very conservative assumptions, the valuation gap looks large: Viator: \~$200m EBITDA × 15×= \~$3bn TheFork: \~$65m EBITDA × 10× =\~$650m Tripadvisor Core: \~$250m EBITDA × 4× =\~$1bn This implies a conservative SOTP of around $4.5–5bn. With approximately \~118 million shares outstanding, this translates to around $38–42 per share, compared to the current stock price of \~$10–12. Given that the company is currently trading at a market cap of around $1.3 billion, the stock seems to factor in a lot of pessimism about the underlying business while giving Viator little credit.
I’m surprised the online travel agency (OTA) sector didn’t take a beating today in the fallout from the escalating U.S. and Israeli air war against Iran. More than 20,000 flights have been canceled in the past week, with major Gulf hubs including Dubai, the world's busiest international airport, remains closed or severely restricted. Tens of thousands of passengers are stranded. [According to Flightradar24, some 21,300 flights have been cancelled at seven major airports including Dubai, Doha and Abu Dhabi since the strikes started](https://www.reuters.com/business/finance/airline-travel-industries-scramble-with-fallout-middle-eastern-conflict-2026-03-03/) (Reuters). Not only will this war directly impact the tourism in the Middle East while the conflict ensues, I imagine it will significantly diminish the desire for people to vacation there any time soon. Also so many flights connect in those three cities to connect the east and the west. I have positions in Expedia ($EXPE) and Booking Holdings ($BKNG). My Expedia position is up about 17% and my Booking holding is down 19%, so they net to about a $100 loss (essentially breakeven), so I might just offset them and exit the sector for a little bit. Curious to hear if others have thoughts on this.
ABNB up EXPE down is kinda amusing
how low is EXPE going?
!banbet EXPE 240 5D
Is the reason Airbnb and EXPE got sold because of that bullshit anthropic story? How the fuk is AI gonna make it's own hotels? Did I miss some news because this is getting redic.
Any travel news? I can’t find shit. PM asking about why BKNG and EXPE are getting dumped and “software fuk” isn’t a good enough answer.
Wtf!!! Sofi, EXPE, SPOT, IBM, SHOP and literally every other software!!!
Thank god I didn’t get EXPE calls
Idk I wanted to buy EXPE calls but too high for now
Got into some swing trading positions on META, EXPE and MU; happy with their prospects. 1DTEs on Qs have been alright at about 50% so far but going into AH is a bit risky me feels.
EXPE just keeps going up
Nobody is talking about EXPE holy fuk lol
ABNB and EXPE saved the market
EXPE also popping! Market finally showing some life.
Word is that Wall Street doesn't trust EXPE's guidance since the company has had problems hitting their projections. This is causing some valuation issues in the stock, and the company is trying to fix it with more thorough financial vetting.
I try to make threads with sources. An article hasn't been made with all the stocks yet just Figma. Basically every time he named dropped a stock it sent it flying. Some of them include HUBS, EXPE, COUR, TRIP, etc.
EXPE came out to play and then immediately took a nap. And SOFI... BAD. BAD DOG! Go fetch UP.
Jaysus, Expedia (EXPE) didn't see that coming. Thought for sure it would miss.
The bull thesis is that UBER becomes the EXPE-ish aggregator of autonomous, which is potentially true but puts Uber in the place of having to manage relationships so that they don't go off to their own platforms.
Affirm $AFRM should be a $200 stock. 2025 Financials vs 2021: 📈 Operating Income: +627% 📈 Revenue +222% 📈 Net Income +126% In 2021 the stock was $176 with a $210 PT. Operating income has 6X’ed since 2021. Key Partners: $JPM $V $AMZN $SHOP $GOOG $AAPL $EXPE $BKNG $COST https://preview.redd.it/ndsyyryf370f1.jpeg?width=1236&format=pjpg&auto=webp&s=3f9af23946a8ca81a7cfacaf2a69ac6b1a493dda
How about EXPE? Option IV is about 64% though
Something like ABNB, EXPE are so vulnerable
Random thought from a lurker, BKNG, don't you think travel is going to take a major hit soon due to US consumer confidence? I know they are UK? based and EXPE might get fk'd harder and I realize they are both globsal companies but just saying.
TCOM is free money with shares/calls on monday ah. EXPE, Hilton, ABNB, BKNG all beat earnings
BKNG, ABNB, EXPE all beat earnings this month
Yes. I'm bullish on it cause BKNG, EXPE, ABNB all beat so trip will also likely beat.
TRIP reports 2/20 BMO, it's so gay it's not even on the list. Won't get inversed by the normies. EXPE and ABNB both green dildo'd, this should be good. 2/21 calls, Not Financial Advice.
EXPE... finally have a good leader to control costs and accelerate revenue. Look at their growth and earnings from this most recent quarter. They have good runway to catch up to their larger competitor BKNG @5k a share
Calls and shared on EXPE and DOCS
Calls /Share on EXPE and DOCS
$EXPE | Expedia Q4'24 Earnings Highlights EPS: $2.39 (Est. $2.02) Revenue: $3.18B (Est. $3.07B); UP +10% YoY Could be good read through for ABNB and BKNG
airports are crazy call on EXPE
I would not invest in these companies today, but I tend to avoid these types of hyped stocks anyways. GME was a fun ride back in the day, but I've been fairly conservative since then. I tend to stick with stable stocks and index funds now. My most volatile stock is EXPE, and I'm kicking myself for not getting out when it hit $190 a week ago.
When times are good, you do not buy unhealthy companies. When times are bad, you do not buy unhealthy companies. I bought shares of EXPE MAR CCL during March 2020 COVID crash. A bit risky given cash flows went to almost non-existent with at the time no signs of return to normalcy. CCL was extremely risky and took by far the longest to recover. EXPE was assisted by PE. If you know anything about the history of EXPE it was spun out from MSFT and was always backed by big money. If you know anything about MAR business model, they primarily franchise out and collect the fees.
Sold all my feb calls when Powell was puking on stage. Scaled 40% back again into many Feb calls (TSLA, NVDA, NFLX, HOOD, XLK, RDDT, EXPE) around 10:30 am this morning. Still 50% cash, will scale in every other day into same calls. Tried chasing APP, POWL, KKR, all failed, so no point going further.
See Googles relationship with the OTA's, BKNG & EXPE, they very much are cutting in the middlemen.
Anyone holding URBN? I might be getting ABNB EXPE, or BABA 0DTE put
Somewhere in the middle. Autonomous on a massive scale is still a ways off. When that happens, Uber can perhaps find a place as a middleman but that's fragile and requires keeping car cos happy enough not to go off on their own. Uber can also clean self driving cars, but that's a whole other business vs an asset light app. Some talk that Uber was interested in EXPE and perhaps it tries to diversify (travel super app.) So I think somewhere in the middle. I don't think Uber goes away, but I can see Uber looking different 5-10 years from now. Self-driving on a massive scale is still a long ways off, but I do think that it'll probably continue to be a cloud over Uber unless they can really provide a compelling vision for where they sit in transportation 5-10+ years from now.
V and EXPE for the week 
Idk which way its gonna go same with EXPE 
EXPE freakin, moonshot to stratosphere
Friday options pick EXPE, ABNB, or CAT?
EXPE and ABNB charts look decent 
I think that Uber currently has a decent moat; Lyft is a fairly distant second. Does Uber have that same moat 5-10 years from now, especially if self-driving has more significant adoption? That becomes a much more difficult question - being the middleman is a much more fragile position and requires keeping operators (Waymo, ?) happy enough that they don't go off on their own. Does Uber maintain self-driving cars in the future? Given how there's been stories of people breaking the cars in major cities, the idea of who is going to maintain these things after every ride (one can easily see that being a huge issue) is a question. Even in that case though, that's a very different business than an asset-light app. Uber has been rumored to be interested in EXPE which 1) could benefit from improvement, 2) could be Uber's attempt to create a super app for travel and/or 3) could be an attempt to diversify to have other things to fall back on in the future if their part of transportation changes materially. I've traded Uber a couple of times over the last year but I just think there's too much uncertainty for me in the medium term for more than that.
I’ve decided to tailor my investment strategy to focus on financially sound, high-growth U.S. stocks, selected through strict screening based on metrics like forward P/E, EV/EBITDA, gross margin, and revenue growth. Stocks with lower valuation ratios and strong growth are prioritized. Weights: * Forward P/E: 15% * P/E: 10% * EV/EBITDA: 10% * Gross Margin %: 10% * Revenue Growth %: 15% * EPS Growth %: 15% * Gross Profit Growth %: 15% * EBITDA Growth %: 10% As such, the allocations after Q3 2024 earnings reports and they’re updated figures: 1. **Meta Platforms Inc. (META)** - 20% 2. **Alphabet Inc. (GOOG)** - 14% 3. **American Express Co. (AXP)** - 12% 4. **Expedia Group Inc. (EXPE)** - 11% 5. **Microsoft Corp. (MSFT)** - 9% 6. **BlackRock Inc. (BLK)** - 9% 7. **Booking Holdings Inc. (BKNG)** - 7% 8. **Visa Inc. (V)** - 7% 9. **Mastercard Inc. (MA)** - 5% These allocations are rounded to the nearest whole number, ordered from highest to lowest.
No fuckin way EXPE is gonna hold these gains.
Uber CEO is former Expedia CEO - and would not be difficult to do better than Expedia's current management has done - plus create more of a travel super app. Certainly makes sense, especially if at the right price - and currently, EXPE stock is about where it was several years ago (while BKNG is up over 100% in the same time frame.) You're now on the third CEO at EXPE since the Uber CEO left in 2017 - there's certainly room for improvement.
Idk why I have a gut feeling V, EXPE, and ABNB are all going to moon or maybe I’m just annoying af 
Lost on Blackjack and JBLU but EXPE 📈
EXPE mooning AH 
#YUSUKE_ALERT 🚨 Notable sweeps 8/9: $VKTX 70C 8/23 $8K $VKTX 63C 8/16 $8K $TLT 92P 8/10 $50K $KLF 177.5C 8/9 $10K $W 41C 8/9 $7K $STM 30C 8/10 $12K $CENX 15C 8/16 $106K (Vol/OI: 40.53) $EXPE 95P 8/16 $21K (Vol/OI: 12.55) $MBI 4C 8/16 $15K (Vol/OI: 71.43) High volume, varied sectors. Watch for potential moves! #OptionsFlow
#YUSUKE_ALERT 🚨 Notable sweeps 8/9: $VKTX 70C 8/23 $8K $VKTX 63C 8/16 $8K $TLT 92P 8/10 $50K $KLF 177.5C 8/9 $10K $W 41C 8/9 $7K $STM 30C 8/10 $12K $CENX 15C 8/16 $106K (Vol/OI: 40.53) $EXPE 95P 8/16 $21K (Vol/OI: 12.55) $MBI 4C 8/16 $15K (Vol/OI: 71.43) High volume, varied sectors. Watch for potential moves! #OptionsFlow
#YUSUKE_ALERT 🚨 Notable sweeps 8/9: $VKTX 70C 8/23 $8K $VKTX 63C 8/16 $8K $TLT 92P 8/10 $50K $KLF 177.5C 8/9 $10K $W 41C 8/9 $7K $STM 30C 8/10 $12K $CENX 15C 8/16 $106K (Vol/OI: 40.53) $EXPE 95P 8/16 $21K (Vol/OI: 12.55) $MBI 4C 8/16 $15K (Vol/OI: 71.43) High volume, varied sectors. Watch for potential moves! #OptionsFlow
held OXY cuz i'm regarded i was thinking about selling it and buying EXPE calls yesterday before the market closed 
EXPE is up over 11% overnight. This ain't it chief.
saw that shitty DD and all the volume on EXPE puts at 3pm…. I better see some fresh eyed regards with the some sweet sweet loss porn at 9:30 sharp
Hoping whoever is playing with EXPE after hours gets bored and the price goes down again before expiration tomorrow. No I’m not delusional, why do you ask?
Made money on ABNB puts, lost money on EXPE puts. Going all in on MNDY calls tomorrow at 3:59 PM EST fuck everything else. If I go broke I go broke
I told y'all EXPE moons 🤦♂️
Fuck man... EXPE teased my puts man.... Fffuuhhhkk
If EXPE can hit $130 
That EXPE puts guy sounded so confident… 😔
good thing i read this before playing EXPE earnings and stayed out, price action AH is pretty awful and flat lol
RKLB calls EXPE puts CPRI calls
Didn’t just throw away my money buying $95 p on EXPE? 
Yea. The thing I don't like about these threads is ABNB or EXPE have probably created a strategy or found solutions to this by now to increase supply in these cities. These restriction stories have been posted in this sub for 3 years now. But those articles about the strategy for working around it haven't for some reason.
for some of my own local stories, in Vancouver landlords have expectedly complained: > https://vancouversun.com/news/local-news/i-just-hope-my-investment-doesnt-come-crashing-down-on-me-airbnb-owner-responds-to-proposed-crackdown > https://www.vancouverisawesome.com/local-news/west-point-grey-couple-loses-battle-to-continue-as-airbnb-operator-vancouver-8194147 some landlords says there’s a way around it: > https://dailyhive.com/vancouver/bc-housing-crisis-airbnb-regulations and enforcement yet is not always been strict or consistent yet either as local non-landlord whistleblowers have found: > https://www.biv.com/news/economy-law-politics/surge-in-illegal-airbnbs-frustrates-richmond-resident-8309047 $ABNB itself has tried to rally local STR landlords to lobby local government > https://vancouver.citynews.ca/2023/10/24/airbnb-bc-rental-rules-hosts-emails/ the city itself has yet to speak officially on the impact as the major changes only fully came into effect 10 weeks ago but anecdotally, some redditors say listings are notably down > https://www.reddit.com/r/vancouver/comments/1chr4di/airbnbs_significantly_reduced_after_the_new_law/ if the trend follows, at some point it stands to reason it’ll become a significant material impact for $ABNB impact on $EXPE via decreases VBRO revenue seems much less clear as it depends how many booking users instead just use $EXPE for hotels, or how many no longer book/travel at all with STR options now limited. my sense is most will simply switch to (often better anyhow) hotels so any impact on $EXPE may be immaterial.
EXPE glitch AH ? 
Delta is how to determine this - [https://tickertape.tdameritrade.com/trading/options-delta-probability-in-the-money-14981](https://tickertape.tdameritrade.com/trading/options-delta-probability-in-the-money-14981) Being "worth it" is often misunderstood. The 5JUL 109 puts have an 18% probability of being ITM and a current mid-price of .80. If held to expiration it would gain $80, but the actual risk cannot be known. The odds of EXPE dropping to zero is astronomically rare, but it could drop below $109 which would mean you have to roll and/or accept assignment of the shares to sell CCs and help the position recover. The risk is not really $10,900 but some fraction of that based on what the stock does.
Bought strangles on EXPE and AAPL that should pay off, calls on weight watchers will pay less unless it pumps more tomorrow but wins are wins,
GUH, I only got 3 EXPE put lottos 
stagflation=staycation 🩸🩸🩸EXPE.
EXPE is an easy short
[https://www.reuters.com/business/new-normal-travel-companies-temper-expectations-2024-2024-02-13/](https://www.reuters.com/business/new-normal-travel-companies-temper-expectations-2024-2024-02-13/) BKNG, EXPE, LUV, AAL, etc. all down recently. Maybe DAL is special.
Consumer spending habits are slowing. Credit card defaults are around a 13 year high. My point is other major companies are seeing slowing demand. Another commenter pointed out EXPE indicated moderating global travel and that is more direct, so there's that.
I figure they're a fairly broad sample of consumer habit since they're major businesses in different sectors. But yes, good point, EXPE is more convincing since it's travel.
Devil advocate would simply say that the LULU , TSLA and MCD customers are not necessarily related to DAL customers. Better to compare apples with apples, for example if you tell me EXPE is a sign things are expected to slow down I am more convinced : https://www.tradingview.com/news/reuters.com,2024:newsml_L3N3FB4UC:0-expedia-to-cut-about-1-500-jobs-globally-amid-moderating-travel-demand/?mobileapp_new=true Nonetheless, good luck with your options!
Still fairly new to options. Trying to make sense of stuff. I have EXPE Apr 26th, $135 calls. I bought a month ago for $5.66. EXPE is today at $133. But the Calls are at $3.05? What gives? Does the market have no expectations of EXPE getting past $140.66 in the next 25 or so days? If that is the explanation, I will feel better that I actually understand what is going on. But I am curious to learn what is driving it this behavior, in case it's something else, .
travel stocks forward p/e close to 10 CAR EXPE UAL DAL
True! Currently playing the ORCL put & the EXPE call listed though. They're currently both red - hoping I didn't wait too long to hop in those either
How are the positions I posted gambles? I acknowledge the EXPE trade being a gamble, but the spreads, JPM swings, etc., aren’t.
I acknowledge that I made these gains in a bull run. No doubt about that. Who knows how I’ll do if we start chopping around. My point is, besides the EXPE trade, none of these were gambles. I just followed the trend and made smart trades. That’s already better than the vast majority of this sub.
EXPE calls because of 10% layoffs? Probably not since that stock is shit
It might be being sold. It’s trading for only 2x revenue. Though to your point, EXPE is trading for even less